Position in PATH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$57,295
-$98,934 QoQ
Shares Held
5,271
-44.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#393
of 525 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PATH Over Time
Shares Held
Position Value (USD)
Derivatives in PATH
reported options exposure · as of Sep 30, 2025CallValue
$916
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Global Retirement Partners, LLC holds $137,237,313 across 86 Software - Infrastructure names. PATH ranks #42 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
242,026 | $90,280,538 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
79,424 | $9,266,398 | |
| 3 | PANW |
Palo Alto Networks Inc
|
24,469 | $8,344,418 | |
| 4 | ORCL |
Oracle Corp
|
52,348 | $7,671,599 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
38,500 | $7,345,222 | |
| 6 | FTNT |
Fortinet, Inc.
|
13,784 | $2,117,498 | |
| 7 | SNPS |
Synopsys Inc
|
3,231 | $1,441,252 | |
| 8 | NET |
Cloudflare, Inc.
|
4,210 | $1,032,628 |
All Filings in PATH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,295 | 5,271 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $156,229 | 9,532 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $45,652 | 3,412 | Shares | Sole | 2025-10-21 | |
| 2025-09-30 | $916 | 800 | Call | Sole | 2025-10-21 | |
| 2025-06-30 | $24,435 | 1,909 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $11,375 | 895 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $16,576 | 1,295 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $16,369 | 1,291 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $30,309 | 1,337 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $32,341 | 1,302 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $21,028 | 1,229 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $18,823 | 1,136 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $15,558 | 886 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,833 | 459 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,787 | 459 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,749 | 481 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $10,384 | 481 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $12,521 | 238 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $407 | 6 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||